Richard Landi
Managing Director @Bridgemark Strategies
Miami-Fort Lauderdale, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Feb 2020 — Present
Managing Director @Bridgemark Strategies
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Independent Consultant/Recruiter for Financial Advisors. We consult with advisors and advisory teams, to help them evaluate their next transition opportunity. A transition is defined as changing broker-dealers, breaking away to start or join and RIA or selling or partnering your business.
EDUCATION
1980 — 1983
University of Miami Herbert Business School
BA Finance, Finance, General
SKILLS
Financial ServicesManagementWealth ManagementRisk ManagementCustomer ServiceFinancial AdvisoryTeam BuildingStrategic PlanningInsuranceSalesSeries 7SecuritiesInvestment AdvisoryCrmAsset ManagementRecruitingBusiness DevelopmentRetirement PlanningLeadershipStrategic Financial PlanningAsset AllocationFinanceInvestmentsMutual FundsMarketingFinancial Planning
ABOUT RICHARD LANDI
As a Managing Partner with Bridgemark Strategies, we are a Nationally recognized…
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